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  • Fannie And Freddie: Congress Established Rules In 2008 [View article]
    Much inline with the lack of transparency on FNMA/FMCC dealings, congressional trades remain shrouded in mystery @

    The STOCK Act was modified on April 15, 2013, by S.716. This amendment modifies the online disclosure portion of the STOCK Act, so that some officials, but not the President, Vice President, Congress, or anyone running for Congress, can no longer file online and their records are no longer easily accessible to the public. In Section (a)2, the amendment specifically does not alter the online access for trades by the President, The Vice President, Congress, or those running for Congress.[11] The reasoning for this change was to prevent criminals from gaining access to the financial data and using it against affected persons. This bill was introduced by Senator Harry Reid on April 11, 2013. It was considered by the Senate and passed by unanimous consent. In the house, S.716 received only 14 seconds before being passed by unanimous consent.[12]
    Feb 18, 2015. 05:25 PM | Likes Like |Link to Comment
  • GSE bulls take control [View news story]
    Great stuff as always David, thank you!
    Feb 17, 2015. 03:56 PM | 1 Like Like |Link to Comment
  • Fannie And Freddie: Congress Established Rules In 2008 [View article]
    Looks like Ackman's recent comments are helping move the needle today @

    "It's the most interesting risk-reward that I'm aware of in the capital markets right now," Ackman said Thursday at the Harbor Investment Conference in New York, a charity event he organized.

    Hard to disagree with that statement, regardless of which side of the fence you reside on.
    Feb 13, 2015. 12:16 PM | 1 Like Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    "Why is Tesla not producing at or near its production capacity?"

    If what I've read is true that TSLA is losing roughly $10k per car sold, my assumption would be they are betting on the Gigafactory being able to reduce those losses and are perhaps holding back on production in Q1/Q2 to try and time up with the Gigas coming online by mid-year.

    Total conjecture there, but seems to make sense especially given the guidance of strong production in the latter half of the year.
    Feb 12, 2015. 03:46 PM | Likes Like |Link to Comment
  • Tesla: If You Thought The Q4 Earnings Miss Was Bad, Q1 Will Be Even Worse [View article]
    I thought this stock was going to $1000/share? Bueller? Bueller ...?
    Feb 12, 2015. 11:47 AM | 1 Like Like |Link to Comment
  • The Fannie And Freddie Recapitalization Plan [View article]

    Can you validate this statement with a source(s):

    " ...where the net worth of the businesses is structured to be depleted to zero across the next 3 years per the terms of the Third Amendment at which point they enter receivership and the shares become worthless."

    I have not seen/read anything with regard to a fixed timeline for depleting FNMA/FMCC capital, nor am I aware of a planned receivership - where can we read up on this?
    Jan 21, 2015. 12:08 PM | 2 Likes Like |Link to Comment
  • BlackBerry +20.9%; Samsung reportedly approached about takeover [View news story]
    My oh my, looking forward to the open tomorrow:

    $ 13.25
    (16:08:22 PM)

    Read more:
    Jan 14, 2015. 04:17 PM | 2 Likes Like |Link to Comment
  • BlackBerry +20.9%; Samsung reportedly approached about takeover [View news story]
    Tee hee... already over $13 in after hours trading, looks like quite the squeeze!
    Jan 14, 2015. 04:16 PM | 3 Likes Like |Link to Comment
  • Tesla's Catastrophic And Contradictory Press Conference [View article]
    I do not understand.

    TSLA has yet to meet any of their short-term production goals, but investors are supposed to believe they will be profitable five years from now... based on what? Platitudes, hype, and intangibles perhaps, but certainly not past performance.
    Jan 14, 2015. 09:52 AM | 11 Likes Like |Link to Comment
  • Fannie And Freddie Shareholders Follow Director Watt To Miami [View article]
    Great stuff as always David, and do appreciate the conference call details as well. One question for you regarding this statement:

    "In 2015, several milestones are approaching, including some important ones in the court cases."

    Can you elaborate on those milestones?
    Dec 9, 2014. 02:14 PM | 1 Like Like |Link to Comment
  • Fannie Mae: Perry Capital's Path To The Appellate Court And Reversal [View article]
    Charlie your insights from a legal perspective are much appreciated, though I certainly do not envy your line of work having to navigate these nuances... thanks again, and hope you keep contributing!
    Oct 10, 2014. 04:26 PM | 2 Likes Like |Link to Comment
  • Fannie Mae Releases August 2014 Monthly Summary [View article]
    Bloomberg published a piece on the topic today @

    And in a recent SA article the author noted 'profit taking amid volatility' occurring en masse, which seems to make sense for the longs that perhaps bought in at the $0.25 - $1.50 /share range taking chips off the table to reduce the overall risk in their portfolio.

    Everything I've read seems to indicate that Treasury is going to end up eating the 3rd amendment in due time, but fear is overwhelming patience at the moment...
    Sep 30, 2014. 04:34 PM | Likes Like |Link to Comment
  • Update: Conservative Coalition Sends Message To Financial Services Committee [View instapost]
    Hi David - appreciate the update as usual and seems that the case for returning the GSEs to the shareholders continues to gain strength, yet the stocks have been hammered over the past few weeks - any thoughts on what is driving the negative volume?
    Sep 19, 2014. 11:56 AM | Likes Like |Link to Comment
  • The Case For Fannie Mae: Unpacking The Motions For Summary Judgment [View article]
    Appreciate the link, but I question whether the CBO numbers account for the drop in revenue that will occur across the board once demand for mortgages & home values both nose dive following the wind down?

    We saw what happened to municipal budgets when property tax levies shrank by 50% during the recession, and winding down FNMA/FMCC without winding up an identical replacement will create a self-inflicted catastrophe - though that seems to be about the only thing Congress is capable of these days...
    Sep 16, 2014. 02:38 PM | Likes Like |Link to Comment
  • Is Tesla Actually A Value Stock? [View article]
    Be wary of any article that begins with "We use an innovative valuation method..."
    Sep 15, 2014. 12:50 PM | 3 Likes Like |Link to Comment